Sales Management Software

Sales Hub manages the entire pre-close process: lead lists, deal pipelines, follow-up history, and quotes. It's built directly on top of HubSpot's CRM database, meaning every call, email, and quote your reps make is logged in a single prospect profile, rather than being scattered across personal Outlook or Excel files.

It depends on project complexity, specifically how clean your current data is, how complex your processes are, and how many sales reps are involved. The Jika team can help estimate the timeline during a health check. We generally recommend planning in 10-12 week phases, reviewing actual benefits and adoption rates at each milestone before deciding the next step, rather than planning everything at once.

Yes. As long as the columns are organized into a consistent format (Company Name, Contact Person, Email, Deal Owner, etc.), they can be imported directly. In practice, the most time-consuming part isn't the import itself, but auditing and cleaning the data—the same client might be written three different ways in different reps' files. We'll help you organize this before importing.

No. All Hubs share the same customer database. Purchasing a new Hub simply unlocks new features; existing customer and deal records will remain completely intact. This is also why we recommend "starting with one Hub"—you won't be locked out of future expansions just because you started with one.

Day-to-day operations don't require an engineering background. Most settings are point-and-click. We recommend having a consultant guide you through the initial data architecture and process planning. Once the system is set up, your internal team can typically take over daily maintenance effortlessly.

The three most common outcomes: the customer journey doesn't break during sales handoffs; managers can see the real deal pipeline instead of waiting for end-of-month reports; and the time it takes to quote and follow up is significantly reduced. The actual degree of improvement varies by company size and current processes. During the health check, we'll help you set trackable metrics to compare against your own baseline.